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Vanguard Consumer Staples ETF

549 hedge funds and large institutions have $2.97B invested in Vanguard Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $2M | Put options by funds: $668K

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1% more funds holding

Funds holding: 542549 (+7)

0.17% less ownership

Funds ownership: 48.72%48.55% (-0.17%)

3% less capital invested

Capital invested by funds: $3.07B → $2.97B (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
549
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
71
Increased
170
Reduced
195
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Change in
Stake
AFO
576
Allie Family Office
Florida
-$242K -1,320 Closed
FPAS
577
Focus Partners Advisor Solutions
Missouri
-$241K -1,317 Closed
KWS
578
Keystone Wealth Services
California
-$239K -1,306 Closed
FWS
579
FinDec Wealth Services
California
-$229K -1,254 Closed
SAM
580
Secure Asset Management
Michigan
-$222K -1,213 Closed
GVAG
581
Great Valley Advisor Group
Delaware
-$216K -1,185 Closed
OWA
582
Octavia Wealth Advisors
Ohio
-$216K -1,176 Closed
Millennium Management
583
Millennium Management
New York
-$215K -1,175 Closed
DWM
584
Dakota Wealth Management
Florida
-$212K -1,159 Closed
DC
585
Davenport & Co
Virginia
-$210K -1,152 Closed
SCM
586
Schnieders Capital Management
California
-$200K -1,095 Closed
RW
587
RVW Wealth
California
-$85.1K -466 Closed
FRA
588
Front Row Advisors
California
-$62.8K -342 Closed
RDIA
589
RE Dickinson Investment Advisors
Iowa
-$38K -206 Closed
AWM
590
Angeles Wealth Management
California
-$33.6K -184 Closed
SCA
591
Stonebridge Capital Advisors
Minnesota
-$25.2K -138 Closed
VNA
592
Valley National Advisers
Pennsylvania
-$24K -129 Closed
FAM
593
Flaharty Asset Management
Florida
-$23.4K -128 Closed
APC
594
Aspire Private Capital
North Carolina
-$22.3K -122 Closed
CA
595
Crewe Advisors
Utah
-$19.7K -108 Closed
SFC
596
SYM Financial Corp
Indiana
-$19.5K -107 Closed
RIA
597
Realta Investment Advisors
Delaware
-$19.4K -100 Closed
GFPC
598
Global Financial Private Client
Florida
-$16.7K -92 Closed
CCP
599
Carmel Capital Partners
California
-$11.1K -61 Closed
HL
600
HeadInvest LLC
Maine
-$9.07K -50 Closed

VDC Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.97B — down 3.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.

  • 549 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 542 in Q3 2023.
  • Funds reported $2.97B of Vanguard Consumer Staples ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.